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Make the Relationships tab smart: IE have it auto recognize possible relationships
We are a foundation that looks after five summer camps- some as old as 125 years, and multiple are over 100 years old. There are multiple families and extended families that have come through all of our camps. It would be great if relationships wo...0
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Prevent withdrawn students from being constituents
Currently, when a student withdraws from the school RE creates a constituent record for them. We'd rather that not happen.0
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Ability to link spouse to company/organization
It would be very helpful if we were able to link the spouse of a constituent to the spouse's employer. Currently, when you enter an individual relationship (Nancy Smith) for a business (Chase) and search for Nancy Smith who is the spouse of Bob Sm...0
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Let us search on 2nd adult alias
We spend a lot of time adding maiden names and aliases in the 2nd Adult/Spouse relationships, but then cannot search on them. It would be great if it didn't feel like we were wasting our time putting that information in there. I have mentioned thi...0
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Volunteer Checklist Comments are limited to 50 characters and needs to be expanded.
50 characters is not enough to document everything needed. More detail is good for everyone! It should be either unlimited or a field you can set to different amounts. Some companies might only need/want 50 characters but others might need 100 or ...0
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Proposal Name Needs Table restriction
We wish to submit that the Name field when you create a New Proposal should NOT be a free form entry - rather a drop down selection from a table we can create.0
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Globally Convert Organizations to Individuals and Vise Versa
We have Libraries are organizations, but for the new ticketing system we need them to become individuals. So I have to convert 350 organizations manually. This would be a helpful clean-up tool for individuals/companies/other constituent codes that...1
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Possibility to apply criteria for automated soft credits
I would suggest to modify this option in RE and let users to apply their own criteria for gifts which should be automatically soft credited to another constituent using specific criteria as Appeal, Fund etc. Quite often donations are coming from d...0
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Reciprocate spouse relationship on organisation relationships
Our database is set up with non-constituent spouse records. At present if you add an organisation relationship to a non-constituent spouse, you are not prompted to reciprocate the relationship, so it doesn't show up in the relationship tab of the ...0
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Include special characters in custom view
When developing a custom view, special characters don't pull through under the current parameters. However, this makes views hard to read and wealth information useless in view (since that information pulls over in the description and special char...0